Gilman Hill Asset Management Increases Holdings in Top Stocks During Q2 2026
Gilman Hill Asset Management, LLC significantly boosted its portfolio positions during the second quarter of 2026, focusing on sectors like Real Estate and Communication Services.
As reported by insiderset.com for the period ending June 30th, 2026, Gilman Hill Asset Management, a prominent investment vehicle, demonstrated active buying behavior across its portfolio. The fund manager increased positions in several key holdings and established new stakes during this quarter.
Focus on Real Estate: Continued Dominance with New Acquisitions
The largest allocation within the portfolio remains concentrated in Real Estate, accounting for 13.7% of the total value as of June 30, 2026. Within this sector, Gilman Hill Asset Management maintained its significant positions in stocks like Sabra Healthcare REIT and Millrose Properties Trust. Notably, the fund significantly expanded its holdings in several Real Estate stocks:
- Sabarra Healthcare REIT (SBRA): The fund added over 19,000 shares to this position.
- Western Union Corp (WU): A substantial increase of more than 45,000 shares was recorded in Western Union common stock.
- American Tower Corp (AMT): The fund purchased a significant number of shares, increasing its stake by over 18,000 units.
These additions underscore the firm's ongoing confidence and strategic interest in real estate investment trusts and financial services companies operating within this space. Furthermore, the fund increased its position in Sixth Street Specialty Lending, adding 16,665 shares to an existing stake.
Significant Gains in Communication Services and Technology
Gilman Hill Asset Management also showed strong buying interest outside the Real Estate sector. The fund made a remarkable move by establishing a new position entirely:
- Vanguard Index Funds (VO): This was a completely new holding added during Q2.
Additionally, existing positions in Communication Services and Technology saw notable increases:
- Comcast Corp New (CMCSA): The fund dramatically increased its holdings by acquiring all previously held shares plus a substantial new position of over 480,000 shares.
- Cisco Systems (CSCO): The fund also increased its stake in this technology giant by acquiring more than 72,000 new shares.
This indicates a clear preference for growth sectors and suggests the fund is actively seeking opportunities within companies driving technological advancement and communication infrastructure.
Energy Sector Acquisition Highlights Kinetik Holdings
In the Energy sector, Gilman Hill Asset Management focused its buying on Kinetik Holdings Inc. (KNTK)
.- Kinetik Holdings (KNTK): The fund acquired over 4,000 new shares in this energy company.
This targeted approach within Energy suggests a specific interest in companies operating in niche areas of the sector. No other significant buying activity was reported for Kinetik Holdings previously, making this entry particularly noteworthy.
Healthcare Focus: Bristol Myers Squibb and Hercules Capital
The fund's activities also impacted its holdings within the Healthcare sector:
- Bristol Myers Squibb Co (BMY): Gilman Hill added over 12,000 shares to this position.
- Hercules Capital Inc. (HTGC).
- Hercules Capital: The fund purchased over 28,000 new shares in this financial services holding company.
The increase in Healthcare aligns with the growing demand for healthcare-related investments. In contrast, the Real Estate sector also saw a significant purchase by Realty Income Corp (O)
.No Disclosed Large-Scale Sells This Quarter
A key observation from the Q2 2026 filing is that Gilman Hill Asset Management did not engage in any large-scale selling activities. According to the data, has_large_sells: false.
- The fund exited its position in Conagra Brands Inc (CAG), reducing its stake by over 214,000 shares. This was a significant reduction.
While there were exits from some positions like Conagra and Postal Realty Trust, the overall portfolio saw more buying than selling during this quarter. The fund also sold all previously held shares of Kenvue Inc (KVUE), though it simultaneously purchased a large new position.
Overall, the portfolio analysis for Gilman Hill Asset Management reveals a quarter characterized by strategic accumulation. The fund increased its allocation across multiple sectors including Real Estate, Communication Services, Utilities, Consumer Defensive, Energy, and Technology through both targeted buying of existing positions and establishing entirely new holdings like Vanguard Index Funds.